SALESFORCEIN YOUROUTLOOK INBOX
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TABLE OFCONTENTSIntroduction
Better Salesforce + Outlook Integration
Meeting Users Where They Are
Everywhere You Want to Be
Equip With the Best: Cirrus Insight
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3Source: Cirrus Insight
Introduction
Outlook and Salesforce are
two of the most cutting-edge
and innovative business
solutions on the marketplace.
Both now and in the future,
companies will look to these
services to drive e�ciency,
increase profit, and beat the
competition.
Integrating Outlook and Salesforce is vital forbusinesses seeking to thrive.
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Cirrus Insight: Easy & Integrated
Native solutions do little to remedy
this problem.BCC-to-Salesforce
Con: Only works on outbound emails, only related emails to contacts
Salesforce for Outlook Con: Difficult to set up and configure.
Lack of features.
“Flip-flopping” between Salesforce and the inbox
Con: Time-consuming, produces low-quality data
Email-to-Salesforce to any record Opportunities, cases, custom objects
Deep integration with enterprise Support for custom objects, related
lists, and email tracking
See relevant Salesforce information It's right in the inbox
Sources: 2013 Study by Merkle Group Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf
WHY WE BUILT CIRRUS INSIGHT FOR OUTLOOK
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A BETTER WAY TO WORKWe talked at over two dozen Salesforce user groups across the country last year. The feedback from Outlook users was consistent. They pointed to Cirrus Insight in Gmail and told us that’s what they wanted in Outlook.
Feature
Email Tracking
Salesforce Templates in Outlook
Fully featured mobile app
Automatically tracks usage with deep analytics
Serves sales, support, and marketing employees
Automatic support for custom fields and custom objects
Two-way calendar sync with invitee sync
Create, assign, and manage Salesforce tasks in Outlook
Supports record types, dependent pick lists, custom fields,
and validation rules
Integrates with leading AppExchange apps
Quick/easy installation
Account management dashboard
Create new Salesforce leads and contacts from Outlook
Create and update Salesforce records inside Outlook
Works with any edition of Salesforce
One-to-one screen share support with video guides
Cirrus Insight
Source: Cirrus Insight
Salesforce for Outlook
What you get with Cirrus Insight.
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80%
47%
Sources: 2013 Study by Merkle Group Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf
THE #1 REASON FOR LOW SALESFORCE ROI Salesforce can be incredibly hard to get people to use.
In fact, the #1 reason for poor Salesforce ROI is poor Salesforce
adoption.
of senior executives say their biggest CRM challenge is
software.
of companies have acomprehensive Salesforceadoption strategy.
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The Solution:The Problem:
Cirrus Insight Boosts Salesforce Adoption by
10X
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Source: Toister Performance Solutions, Inc.; “Email Statistics Report, 2013-2017,” The Radicati Group, Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf; Email Marketing Industry Census 2014
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Meet the Users Where They AreThe inbox is where customer communication happens.
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Love starts in the inbox.A fast and e�cient turnaround drives customer loyalty.
90% of customers expect a response within one day.
Customers arrive in the inbox.In 2013, 100 billion emails were sent and received daily in the business space.
In 2017, 132 billion emails are expected to be sent and received daily.
Employees build their homes in the inbox.On average, employees check their email 288 times a day.
The inbox is where sales happen.Revenue from email has increased proportionately by 28% in one year.
It’s where support happens.60% of customers list email as their preferred method of communication.
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You expect hard data, visible results, and advanced business intelligence.
Key Analytics:
• Advanced business intelligence: See who’sopening your emails, whenever and wherever they do it.
• Visible results: Gamify your business and see who’ssaving the most emails, logging the most calls, creatingthe most leads, and more.
• Hard data: Use your already-built Salesforcetemplates, and see which email messaging is moste�ective for you.
The Race is On:
• Cirrus Insight is transforming sales effectiveness inindustries like media, higher education, life sciencesand more.
• Cirrus Insight mobile integrates with Salesforce1That means you get access to the full power ofSalesforce right from any email in your inbox.
Source: Cirrus Insight 10
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DID YOU KNOW? CIRRUS INSIGHT MOBILE ...
Increases average sales by
Lowers the cost of sales by
20%
15%
Achieves 90% key field completion in customer records
Reduces billing lag time by 30%
the average number of sales calls per week by
90%
30%
INCREASES
15%Source: “Why Go Mobile? Six Strategic Objectives You Can Conquer with Mobile CRM,” CRM Software Blog 2013
ENTERPRISE-READY: MANAGE CHANGE ANDMAXIMIZE ROILet Cirrus Insight tie everything together for you. We serve some of the world’s biggest and fastest-growing companies, including several of the Fortune 500. Cirrus Insight o�ers:
1-to-1 screenshare withlightning-fast support response
Employee training and customizable deployment schedules
Source: Cirrus Insight
Best practices and years of experience with change management
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Source: Cirrus Insight
EVERYWHERE YOUWANT TO BECirrus Insight supports all email and device platforms. Whether you’re in Gmail, Office 365, Outlook, or use an iPhone, iPad, Android, or Windows phone, Cirrus Insight natively supports you and your business.
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1- 844-287-0950 | [email protected]
EQUIP WI BEST
Cirrus Insight allows you to maximize your resources for sales efficiency. By bringing together email and CRM into one powerful app, you harness the full potential of your two most important business productivity tools. Make your software work for you.
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